Your Successful Retirement is Our Mission
Retirement matters. At Capstone Financial, we believe everyone deserves the chance to retire successfully. As an independent financial services firm, we are fiduciaries who put the needs of our clients first — always and without exception. We have dedicated our firm to providing comprehensive retirement plans to individuals, and retirement plan consulting to businesses and non-profit organizations.
We look forward to assisting you on your journey toward retirement with high-quality, fee-based advice and guidance.Contact Us
We can partner with your company in a co-fiduciary capacity to fulfill its retirement planning needs obligations, and requirements for every participant.
Individual Wealth Management
We can help you generate income in retirement, save for the future, and invest in low-cost, high-efficient options.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Saving for College 101
Here’s a crash course on saving for college.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Term insurance is the simplest form of life insurance. Here's how it works.
Is your estate in order? This short quiz may help you assess your overall strategy.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How do the markets usually react to elections? Was the 2016 election any different?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Why are 401(k) plans, annuities, and IRAs so popular?
How does your ideal retirement differ from reality, and what can we do to better align the two?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?